We are live on ! Find out more
VTI icon

Vanguard Total Stock Market ETF

546 hedge funds and large institutions have $13.7B invested in Vanguard Total Stock Market ETF in 2014 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 210 increasing their positions, 184 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 24

53% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $17.2M

14% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 184

3% more funds holding

Funds holding: 532546 (+14)

1% less funds holding in top 10

Funds holding in top 10: 108107 (-1)

3% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$364M)

1.67% less ownership

Funds ownership: 31.56%29.88% (-1.7%)

Holders
546
Holders Change
+14
Holders Change %
+2.63%
% of All Funds
15.84%
Holding in Top 10
107
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.93%
% of All Funds
3.1%
New
40
Increased
210
Reduced
184
Closed
24
Calls
$26.3M
Puts
$17.2M
Net Calls
+$9.07M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EC
451
Estate Counselors
Wisconsin
$281K -$7.16K -70 -2%
TD Asset Management
452
TD Asset Management
Ontario, Canada
$279K +$282K +2,758 New
GG
453
Gofen & Glossberg
Illinois
$276K +$3.68K +36 +1%
PWM
454
Patriot Wealth Management
Texas
$275K -$71.5K -699 -20%
BHWM
455
Bar Harbor Wealth Management
New Hampshire
$274K +$276K +2,702 New
AIM
456
Acropolis Investment Management
Missouri
$270K -$29.1K -285 -10%
I2I
457
Insight 2811 Inc
Illinois
$266K
WA
458
WFG Advisors
Texas
$266K +$84.1K +823 +46%
WSTAM
459
Wilbanks Smith & Thomas Asset Management
Virginia
$265K +$409 +4 +0.2%
VCM
460
Vigilant Capital Management
Maine
$264K -$3.99K -39 -1%
ST
461
Spinnaker Trust
Maine
$259K +$511 +5 +0.2%
HPC
462
HM Payson & Co
Maine
$253K +$256K +2,500 New
YMRC
463
Yorktown Management & Research Company
Virginia
$253K +$256K +2,500 New
BG
464
Bahl & Gaynor
Ohio
$248K
KWILP
465
Kiwi Wealth Investments Limited Partnership
New Zealand
$247K +$249K +2,439 New
EB
466
Eastern Bank
Massachusetts
$243K
MCWS
467
McKinley Carter Wealth Services
West Virginia
$242K +$244K +2,388 New
AF
468
Aldebaran Financial
$241K -$12K -117 -5%
PWW
469
Pettyjohn Wood & White
Virginia
$240K +$20.4K +200 +9%
DAM
470
Deltec Asset Management
New York
$239K
DSC
471
Duncker Streett & Co
Missouri
$237K +$818 +8 +0.3%
FANJ
472
Financial Architects (New Jersey)
New Jersey
$232K +$7.05K +69 +3%
MA
473
Montag & Associates
Georgia
$231K +$102 +1 +0%
RP
474
Riverbridge Partners
Minnesota
$226K +$15.9K +156 +8%
NIM
475
Northeast Investment Management
Massachusetts
$223K

VTI Hedge Fund Activity: Q3 2014 in Review

546 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q3 2014, worth a combined $13.7B — down 2.6% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new VTI positions and 24 closed out — a net gain of 16 holders — while 210 added to existing stakes and 184 trimmed.

The largest buyer was Wealthfront, adding an estimated $59.4M. The largest seller was Aegon USA Investment Management, cutting an estimated $270M.

  • 546 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q3 2014, up from 532 in Q2 2014.
  • Funds reported $13.7B of Vanguard Total Stock Market ETF stock for Q3 2014, down 2.6% quarter-over-quarter.
  • 40 funds opened new Vanguard Total Stock Market ETF positions in Q3 2014 and 24 closed out, a net change of +16 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q3 2014 was Wealthfront, an estimated $59.4M added.
  • The largest Vanguard Total Stock Market ETF seller in Q3 2014 was Aegon USA Investment Management, an estimated $270M sold.

Based on aggregated 13F filings for Q3 2014.